Shelby Potz-NielsenCRD Number: 6202987
Current Firm: Ubs Financial Services Inc.
Shelby Potz-Nielsen (CRD# 6202987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bryan, TX and has over 2 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Element Retirement & Investment Consultants, LLC
Eagle Strategies LLC
|Ubs Financial Services||Bryan, TX||Jun 2014 - Current||2|
|Unemployed||College Station, TX||Mar 2014 - Jun 2014||< 1|
|Ubs Financial Services||Bryan, TX||Jun 2013 - Mar 2014||< 1|
|Full-time Student||College Station, TX||Sep 2012 - Jun 2013||< 1|
|Worleyparsons||Calgary,||May 2012 - Sep 2012||< 1|
|Full-time Student||College Station, TX||Sep 2011 - May 2012||< 1|
|Benesh Bitz & Company||Saskatoon,||May 2011 - Sep 2011||< 1|
|Full-time Student||College Station, TX||Sep 2010 - May 2011||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2010 - Sep 2010||< 1|
|Full-time Student||College Station, TX||Sep 2009 - May 2010||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2009 - Sep 2009||< 1|
|Full-time Student||Lake Kiowa, TX||Sep 2008 - May 2009||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2008 - Sep 2008||< 1|
|Full-time Student||Lake Kiowa, TX||Sep 2007 - May 2008||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2007 - Sep 2007||< 1|
|Full-time Student||Lake Kiowa, TX||Sep 1996 - May 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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